AlphaCentric Advisors’s Symbotic SYM Stock Holding History

AlphaCentric Advisors’s Portfolio SYM Stock Details SYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$674K	Buy	15,000 +2,500	+20%	+$127K	0.57%	56
2026 Q1	$665K	Hold	12,500	–	–	0.66%	40
2025 Q4	$744K	Buy	+12,500	New	+$825K	0.74%	37
2024 Q4	$474K	Sell	20,000 -5,000	-20%	-$142K	0.47%	59
2024 Q3	$610K	Buy	25,000 +5,000	+25%	+$136K	0.45%	65
2024 Q2	$703K	Sell	20,000 -5,000	-20%	-$202K	0.52%	65
2024 Q1	$1.13M	Hold	25,000	–	–	0.68%	59
2023 Q4	$1.28M	Hold	25,000	–	–	0.86%	44
2023 Q3	$836K	Hold	25,000	–	–	0.47%	72
2023 Q2	$1.07M	Buy	+25,000	New	+$821K	0.59%	64

Other funds holding SYM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AlphaCentric Advisors's SYM Position: Q2 2026 in Review

AlphaCentric Advisors increased its Symbotic (SYM) stake by 20% in Q2 2026, buying an estimated $127K and bringing the position to 15,000 shares worth $674K. The position accounts for 0.57% of the portfolio, ranked #56.

AlphaCentric Advisors first reported a position in SYM in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.28M in Q4 2023. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

AlphaCentric Advisors held 15,000 shares of Symbotic worth $674K as of Q2 2026.
AlphaCentric Advisors bought 2,500 Symbotic shares in Q2 2026, an estimated $127K.
Symbotic made up 0.57% of AlphaCentric Advisors's portfolio in Q2 2026, its #56 holding.
AlphaCentric Advisors first reported a position in Symbotic in Q2 2023 and has held it in 10 quarters since.
AlphaCentric Advisors's Symbotic position peaked at $1.28M in Q4 2023.
417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on AlphaCentric Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.